Bogart Wealth LLC
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Bogart Wealth LLC’s Alta Equipment Group ALTG Stock Holding History

Bogart Wealth LLC’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3K Buy
+510
New +$3.42K ﹤0.01% 1321

Other funds holding ALTG

MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CastleKnight Management
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bogart Wealth LLC's ALTG Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Alta Equipment Group (ALTG) in Q2 2026: 510 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings.

132 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Bogart Wealth LLC held 510 shares of Alta Equipment Group worth $3.3K as of Q2 2026.
  • Alta Equipment Group was a new Bogart Wealth LLC position in Q2 2026.
  • Alta Equipment Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1321 holding.
  • 132 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.